GWM
Geneos Wealth Management’s Invesco International Developed Dynamic Multifactor ETF IMFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.92M | Buy |
322,171
+220,540
| +217% | +$6.1M | 0.22% | 117 |
|
|
2025
Q1 | $2.5M | Buy |
101,631
+49,247
| +94% | +$1.21M | 0.04% | 436 |
|
|
2024
Q4 | $1.23M | Buy |
52,384
+10,658
| +26% | +$250K | 0.04% | 366 |
|
|
2024
Q3 | $1.06M | Sell |
41,726
-905
| -2% | -$23.1K | 0.04% | 399 |
|
|
2024
Q2 | $1.06M | Buy |
42,631
+3,518
| +9% | +$87.2K | 0.05% | 349 |
|
|
2024
Q1 | $1M | Buy |
+39,113
| New | +$1M | 0.05% | 348 |
|